NWM
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Navigation Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Navigation Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-569
Closed -$42K – 57
2022
Q1 		$42K Hold
569
– – 0.4% 7
2021
Q4 		$40K Hold
569
– – 0.04% 22
2021
Q3 		$37K Hold
569
– – 0.24% 16
2021
Q2 		$36K Buy
+569
New +$36K 0.03% 29